Coin Software

Coin Software is a financial planning software business owned by Rubik Financial. The company aims to provide smart technology for financial advisers, helping them to optimize their work processes. Their product, COIN Office, is a comprehensive software solution that automates the financial planning process in businesses. It offers features such as integrated data access, workflow management, CRM solutions, and an array of tools and templates to enhance business efficiency. Coin Software also provides modular licensing options and web hosting services to reduce IT infrastructure costs for its clients. Since its establishment in 2003, Coin Software has become a key player in the financial services, information technology, and banking industries, primarily operating from Australia. The company has established a strong presence in the market, supporting approximately 15,000 financial advisers and administration staff across Australia, catering to needs ranging from single adviser practices to major financial institutions. Although specific details about the company's investment history are not provided, the substantial client base and the breadth of services offered by Coin Software suggest a promising potential for growth and market expansion. With its innovative solutions and widespread adoption, Coin Software has demonstrated its capacity to facilitate effective and efficient financial services for both advisers and their clients.